Microsoft Dynamics Integration

When the workflow for an invoice has been completed in SharePoint, the transaction in integrated with either Microsoft Dynamics GP (formerly Great Plains) or Dynamics NAV (formerly Navision) via web services and/or eConnect in real-time. If Dynamics GP is being used, either an invoice match or payable management invoice is created, depending on if the purchasing module is being used. For Dynamics NAV, a purchase invoice is created with items linked to a purchase order, if being used, otherwise the items are added independently to the purchase invoice.

Invoice Automation Product Features:

Purchase Order or Miscellaneous Invoices

Invoices can be matched to a purchase order or entered as general payables .

Configurable Rules Engine

Comparison

We recognize that there are several solutions available in today’s marketplace for managing your company’s invoice approval and check request processes. The goal of our offering is not to compete with the other providers, but instead provide an alternative. Whether other products are traditional on-premise or software-as-a-service offerings they all have one thing in common, they are stand-alone applications that must be configured and managed independently. DynamicPoint takes a different approach by building applications entirely within SharePoint. Please see the chart below for how we compare:

Create invoice and distribute to GL accounts

Manager review, approval and rejection of submitted invoice

Audit trails and status of approval process

Invoice creation by copying existing ones

Integrate with SharePoint OCR products

Reports available as content within SharePoint lists

Attachments stored in SharePoint document library

Task and Email Notification using SharePoint

Full leverage of SharePoint workflow and native Outlook integration

Design workflows in Visio, SharePoint Designer or other workflow development application

Return on Investment

According to a study published by the Aberdeen Group those organizations that adopt an automated AP process experience tremendous efficiencies within invoice receipt, invoice matching and approval workflow. Such savings include:

Why Customer’s Love DynamicPoint

Kellie and team I really appreciate all your help getting our customer’s project sorted out. It may not have been our ideal go live situation with the client’s old system going down suddenly, but you have been awesome about very quick responses, and getting things taken care of for us and the client. Thank you.

Brenda N.,
Senior Director, Technology Services | RSM US LLP

testimonial 5

IT systems are never perfect. The difference between a good and average (or poor) experience is made when a vendor proves themselves as a true business Partner by ensuring the customer is getting the value they expect from their product, it’s this character and culture of their team that validates my decision to partner with DynamicPoint.

We have been so impressed with DynamicPoint’s solution and their people. They put in the time to make sure they can deliver what they promise,” concludes Amy. “You can tell they are very committed to their customers and made me feel like a priority through every question and conversation.

DynamicPoint is very knowledgeable, quick turnaround times and great customer service. What they deliver is always what I asked for or more. One of my most favorite vendors!

Shannon I.,
Glidewell Laboratories

testimonial 2

Great expertise with both Microsoft Dynamics GP and SharePoint. DynamicPoint was very responsive and professional throughout the engagement. The product was exactly what was desired, and was bug free upon delivery. I highly recommend working with DynamicPoint for any GP customization or SharePoint development.